Effectdossier · gearchiveerd kwartaal
RA
naam in afwachting van profielverwerking
29Gevolgde houders
+1Δ houders
9.74MGehouden aandelen
$125.29MGerapporteerde waarde
+3Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.6% ·
aandelenstroom +4.9% ·
netto nieuwe posities +3.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -1 | 10.37M | $133.57M | +1 | −2 |
| Q1 2026 | 29 | +1 | 9.74M | $125.29M | +3 | −2 |
| Q4 2025 | 28 | +1 | 9.29M | $120.37M | +1 | — |
| Q3 2025 | 1 | -2 | 4.29M | $57.35M | — | −2 |
| Q2 2025 | 2 | +1 | 38.63K | $516,501 | +1 | — |
| Q4 2024 | 1 | 0 | 16.47K | $219,394 | — | — |
| Q3 2024 | 1 | +1 | 59.40K | $813,753 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.07M | +14.8% | $65.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.07M | +14.8% | $65.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.07M | +14.8% | $65.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.07M | +14.8% | $65.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.07M | +14.8% | $65.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.57M | +10.0% | $20.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.57M | +10.0% | $20.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.57M | +10.0% | $20.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 644.35K | -1.6% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 644.35K | -1.6% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 644.35K | -1.6% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 644.35K | -1.6% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 644.35K | -1.6% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 423.19K | +2.5% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 298.62K | +12.0% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 267.53K | -52.6% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 257.94K | -6.3% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 229.99K | -0.4% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 229.99K | -0.4% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 229.99K | -0.4% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | First Trust Advisors Lp | 181.29K | +12.0% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 141.98K | +0.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 107.56K | -6.5% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BROOKFIELD Corp /ON/ | 100.58K | 0.0% | $1.29M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 67.91K | +20.0% | $873,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 67.78K | -14.7% | $871,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 67.78K | -14.7% | $871,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 67.64K | -16.5% | $869,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 67.64K | -16.5% | $869,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 58.80K | +36.6% | $756,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 58.80K | +36.6% | $756,124 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 43.49K | +10.2% | $559,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 39.29K | -38.9% | $505,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 28.52K | -62.3% | $366,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 28.52K | -62.3% | $366,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 23.75K | 0.0% | $305,464 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Mariner, LLC | 16.37K | +5.5% | $206,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Nomura Holdings Inc | 10.00K | Nieuw | $128,600 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 7.56K | 0.0% | $97,273 | 0.0% | Held | 2 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 7.23K | 0.0% | $92,735 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 6.31K | Nieuw | $81,108 | 0.0% | New | 1 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 2.44K | -13.6% | $31,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | BlackRock ✦ (passief) | 1.39K | Nieuw | $17,875 | 0.0% | New | 1 | SEC ↗ |
| 44 | Cwm, Llc | 830 | +35.2% | $10,674 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 603 | 0.0% | $7,755 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Nomura Holdings Inc | $128,600 | 0.0% |
| Fifth Third Bancorp | $81,108 | 0.0% |
| BlackRock | $17,875 | 0.0% |
Verlaten
| Citadel Advisors | $156,583 | was 0.0% |
| Hrt Financial Lp | $148,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 116 houders, 17.90M aandelen, $183.69M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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